Skip to content
Disclosery

Valeo Financial Advisors, LLC: DIA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valeo Financial Advisors, LLC on DIA, newest first. How the timeline and the estimate are built.

Valeo Financial Advisors, LLC held 1,842 DIA shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,842 shares
    Change vs previous 13F -32 shares

    0.02% of the 13F portfolio, value $936,688.

    13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,874 shares
    Change vs previous 13F -69 shares

    0.02% of the 13F portfolio, value $978,876.

    13F-HR 0001722641-26-000004 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 1,943 shares
    Change vs previous 13F -552 shares

    0.02% of the 13F portfolio, value $899,986.

    13F-HR 0001722641-26-000003 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 2,495 shares
    Change vs previous 13F -47 shares

    0.03% of the 13F portfolio, value $1,199,205.

    13F-HR 0001722641-26-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 2,542 shares
    Change vs previous 13F -76 shares

    0.03% of the 13F portfolio, value $1,179,046.

    13F-HR 0001722641-25-000007 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F/A 2,618 shares
    Change vs previous 13F +713 shares

    0.03% of the 13F portfolio, value $1,153,423.

    13F-HR/A 0001722641-25-000005 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 1,905 shares
    Change vs previous 13F -693 shares

    0.02% of the 13F portfolio, value $799,871.

    13F-HR 0001722641-25-000002 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 2,598 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,105,449.

    13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).